Tax Manager overseeing PressReader’s tax compliance, reporting, planning, and transfer pricing. Supporting the digital content distribution company’s cross - border growth and financial reporting.
About the role
- Sun Life director advising high-net-worth clients and advisors on tax and estate planning. Delivering presentations, training, and insurance solutions to drive wealth and protection sales.
Responsibilities
- Provide advanced tax and estate planning solution advice to high net worth end-clients through financial advisors
- Educate financial advisors and internal audiences on new and existing tax-efficient products and services
- Keep regional sales teams current on tax and estate planning solutions
- Partner with the Regional Sales Director to drive wealth and insurance product sales
- Provide case consultation and support using tax-efficient insurance solutions
- Promote and deliver tax and estate planning advice to sales teams and distribution partners
- Deliver tax presentations to large audiences and promote sales tools, financial planning concepts and specialty needs analyses
- Consult with high net worth clients, accountants and lawyers on estate, wealth, business succession and business continuation planning
- Establish and enhance relationships across Sun Life distribution channels
- Create and deploy consumer and allied-advisor reference materials
- Deliver presentations, training workshops and client seminars
- Participate in case development, research and special illustrations
- Participate in industry profile-building activities
- Research and stay current on tax and estate planning issues
Requirements
- Bilingual in Mandarin
- Strong knowledge of personal and corporate tax planning, including retirement compensation arrangements, charitable gifting, wills and trusts, and business ownership and succession planning
- Experience working in the High Net Worth market
- Experience creating PowerPoint presentations
- Excellent presentation, facilitation and training skills
- Excellent understanding of industry trends and their implications for business sales results/objectives
- Strong knowledge of personal and corporate taxation
- CA, CPA, LL.B or FCIA designation
- Completion of the CICA In-depth Tax Program and the In-Depth Tax Issues for the Owner Manager Business course considered an asset
- Strong organization and analytical skills
- Strong interpersonal and influencing skills
- Strong verbal and written communication skills
- Minimum of 5 years of professional experience within the financial services industry
Benefits
- Competitive salary and bonus structure influenced by market range data
- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension, stock and savings programs to help build and enhance your future financial security
- Wellness programs supporting mental, physical and financial health
- Fitness and wellness programs
- Work-life balance through flexible scheduling
- Hybrid work flexibility from the office and virtually
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Sun Life tax and estate planning director advising high - net - worth clients through financial advisors. Delivering tax education, consultations, and sales support for wealth and insurance solutions.
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